DFX Intelligence
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Firm absorbed
11 advisors left P•••••• P•••••••• C••••••••• L•• for W•••••• A•••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Paul Hines | Seattle, Wa | Dec 23, 2025 | Oct 23, 2025 |
| Eric Peter Jarvis | Seattle, Wa | Dec 23, 2025 | Oct 22, 2025 |
| Frank Christopher Greekas | Seattle, Wa | Dec 23, 2025 | Oct 22, 2025 |
| George Robert Jarvis | Seattle, Wa | Dec 23, 2025 | Oct 22, 2025 |
| Gregory James Conway | Seattle, Wa | Dec 23, 2025 | Oct 23, 2025 |
| Harve Eugene Menkens | Seattle, Wa | Dec 23, 2025 | Oct 23, 2025 |
| James Edward Ayres | Seattle, Wa | Dec 23, 2025 | Oct 24, 2025 |
| Ketulkumar Jatinbhai Trivedi | Seattle, Wa | Dec 23, 2025 | Oct 22, 2025 |
| Lawerence Lee Hood | Seattle, Wa | Dec 23, 2025 | Oct 22, 2025 |
| Matthew Curtis Litzler | Seattle, Wa | Dec 23, 2025 | Oct 23, 2025 |
| Scott Thomas Fisher | Seattle, Wa | Dec 23, 2025 | Oct 23, 2025 |
The rule
- Registrations ended
- Dec 23, 2025
- Registered next
- Oct 22, 2025 to Oct 24, 2025
- Branch state
- WA
- Cities
- 1, most in Seattle, Wa
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape